A tax organizer your
clients will actually complete
Generate organizers in minutes, personalized for each client, directly from your tax software.
Works with all major tax filling software
Personalized Organizers Using Proforma Data
Every organizer is tailored using prior year data.
Comes with a proforma document request list.
Skips over irrelevant categories and questions.
Basic info is pre-populated (spouse, dependents, and more).
Shows prior year numbers for schedule C, E, F, and more.
Best-in-class questions that'll cover all the info you need
Get all the information you need without the back and forth.
Covers all sources of income, deductions, and credits
Includes latest tax laws, including OBBA and more
Supports 1040, 1120, 1120s, and 1065 returns
Add and remove custom categories & questions
Easy to send organizer links and remind clients
Sending organizers is as simple as sending a link.
Every organizer comes with a unique shareable link
Send the links in bulk from StanfordTax in just a few clicks
No usernames or passwords for clients to remember
Enroll clients in automated reminders
Once a client submits, you get a PDF workpaper
Client information gets organized in their binder automatically.
Documents are automatically bookmarked, renamed, and sorted.
Annotate documents with tick marks, references, calculator tapes, and more.
Keep track of what’s been prepared and reviewed.
Export the workpaper with a single click.
Join hundreds of happy firms
With StanfordTax, streamline your client intake and prep process with confidence.
